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KO

Katherine A. Osentoski

MKD WEALTH
Troy, MI 48098
Some features on this profile are disabled
CRD#: 6413613
KO

Professional summary

Katherine Anna Osentoski, who also goes by Katherine Anna Mcauliffe, Katherine Mcauliffe, Katie Mcauliffe, Katherine Osentoski, Katie Osentoski, is a registered financial advisor currently at MKD WEALTH located in Troy, Michigan.

Katherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Katherine has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Katherine Anna Mcauliffe | Katherine Mcauliffe | Katie Mcauliffe | Katherine Osentoski | Katie Osentoski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katherine Anna Osentoski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 13, 2024 - Present

MKD WEALTH

Office #1: 1301 W. Long Lake Road Suite 210, Troy, MI 48098
RIA
CRD#: 144994
Troy, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MKD WEALTH
MACKEY KOMARA & DANKOVICH LLC | MKD WEALTH COACHES, LLC | MKD WEALTH COACHES | MKD WEALTH | MACKEY KOMARA, LLC PRIVATE WEALTH MANAGEMENT | MACKEY KOMARA LLC

CRD#: 144994 / SEC#: 801-68330

RIA
Registered Investment Advisory firm - (9/25/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(8/13/2024)

Exams

Current Firm

MW
MKD WEALTH
MACKEY KOMARA & DANKOVICH LLC | MKD WEALTH COACHES, LLC | MKD WEALTH COACHES | MKD WEALTH | MACKEY KOMARA, LLC PRIVATE WEALTH MANAGEMENT | MACKEY KOMARA LLC

CRD#: 144994 / SEC#: 801-68330

RIA
Registered Investment Advisory firm - (9/25/2007 Approved)
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Contact information

Main Address
1301 W. Long Lake Road Suite 210, Troy, MI 48098
Mailing Address
Phone number
(248) 418-5100
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MKD FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts1,125
AUM (Assets Under Management)$ 425,824,419

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025
Cover Page
Report
12/03/2024
Cover Page
Report
10/17/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MKD WEALTH

CRD#: 144994Troy, MI 48098

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